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Executive Wealthbuilder Account - at a glance - life assurance version

Applications and guidance notes

Guidance Notes - Executive Wealthbuilder Account

These guidance notes are to be used alongside the application form for individual investors wishing to invest in the Executive Wealthbuilder Account. These guidance notes cover both Life Assurance and Redeption versions.

Executive Wealthbuilder Account application form

Please use this application form for individual investors wishing to invest in the Executive Wealthbuilder Account. This application can be used for both Life Assurance and Redemption versions of the Executive Wealthbuilder Account.

Please note that you will also need to fill out the Tax Declaration and Self Certification document. Click here for individual investors.

Executive Wealthbuilder Account policy terms - redemption version

Forms

Switch form for unit-linked policies (IoM)

Please use this form if you want to switch your clients investments or change the funds in which future regular investments are invested.

This is for use for client with an Old Mutual International Isle of Man Limited unit-linked policy, including - Managed Capital Account, Managed Pension Account, Managed Savings Account or Executive Wealthbuilder Account.

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